Products & Services

At Scafa Financial Services, LLC, we provide assistance in the following areas:

Investments *

Bonds
Common Stock
Educational IRA
Brokerage Accounts
Government Securities
Roth IRA
SEP IRA
Simple IRA
Mutual Funds
Traditional IRA
Treasury Securities
Variable Annuities

Financial Services

Retirement Planning*
Tax Planning
Legacy Planning
401(k) Planning*
403(b) Planning*
College Planning*
Estate Planning
Money Management*
Mortgage Services
Profit Sharing Planning*

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

Tax Planning

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

* Services offered by David Scafa and Elizabeth Scafa through their affiliation with Avantax Wealth Management℠